HWMG
EV
Hurlow Wealth Management Group’s Eaton Vance Corp. EV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,070
| Closed | -$276K | – | 100 |
|
|
2020
Q4 | $276K | Buy |
+4,070
| New | +$276K | 0.22% | 76 |
|
|
2020
Q1 | – | Sell |
-4,939
| Closed | -$232K | – | 99 |
|
|
2019
Q4 | $232K | Hold |
4,939
| – | – | 0.23% | 87 |
|
|
2019
Q3 | $218K | Sell |
4,939
-113
| -2% | -$4.99K | 0.23% | 86 |
|
|
2019
Q2 | $222K | Hold |
5,052
| – | – | 0.23% | 86 |
|
|
2019
Q1 | $210K | Sell |
5,052
-95
| -2% | -$3.95K | 0.23% | 91 |
|
|
2018
Q4 | $205K | Buy |
+5,147
| New | +$205K | 0.25% | 86 |
|